Jason Curtis is a registered investment advisor at Lynnleigh & Company, LLC, based in Rochester, NY, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 288 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed fee negotiated on a case-by-case basis.
Fee Estimator
Location
260 East Main St., Suite 3400, Rochester, NY, 14604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason operates under the DBA J. Curtis Wealth Advisory Services and is a sole owner of Free2Ski, LLC, which receives revenue from his activities as an IAR of LynnLeigh & Company, LLC. He also owns 12 Beach, LLC, a pass-through entity for rental property income.
Employment History
Current Registrations
Lynnleigh & Company, LLC
Previous Registrations
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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